Financial planning is much more than investments and insurance. I want to be able to walk side by side with my clients all the way from budget coaching to investment and retirement planning and eventually on to estate planning.
Douglas W. Teubert is the founder and owner of Teubert Financial.
A native of Detroit, Michigan, Doug graduated from Lawrence Technological University in 1970 with a Bachelors of Science Degree and double major in Accounting and Industrial Management. He began his career with a CPA firm in Downtown Detroit and worked as an internal auditor as well as a mortgage loan servicing manager for the National Bank of Detroit.
Doug later served the Lutheran Brotherhood, a national financial services company which ranked in the top 5% of all insurance companies based on assets under management. In his 18 years with the firm, Doug was elected to their Hall of Fame, an honor bestowed on less than 50 individuals since 1917.
Doug’s experience and success has earned him invitations to speak at regional and national financial conferences. At Lutheran Brotherhood, he was often asked to present companywide seminars. He has served as an outside consultant to several financial professionals and has been the host of his own financial services radio show on WMUZ 103.5.
At Teubert Financial, we’re dedicated to improving your overall financial health. We’ve been privileged to help Morning Light listeners for many years. We perform a thorough, individualized analysis to discover your specific needs. Working together, we will design a set of custom strategies to address your personal goals and objectives.
— Doug Tuebert
Founder, Teubert Financial
1 Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Teubert Financial LLC are not affiliated companies. Investments through PKS are NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSUREAD BY ANY STATE OR FEDERAL AGENCY.
For more on investor protection, see the SECURITIES INVESTOR PROTECTION CORPORATION (SIPC) website. For broker and brokerage background information see the FINRA Broker Check website.
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